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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,650 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 55 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Commissions | $19,000 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,641 | $78,275+64.3% | $109,143+17.9% | $86,799+48.2% |
| Participation rate | 42.2% | 73.8%-31.6pp | 75.9%-33.6pp | 72.3%-30.0pp |
| Annual return | 13.07% | 19.14%-6.1pp | 25.75%-12.7pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,968 | $3,105-36.6% | $3,722-47.1% | $2,405-18.2% |
| Participant deferral / active EE | $3,402 | $3,641-6.6% | $4,653-26.9% | $4,131-17.6% |
| Admin fee / account holder | $337 | $198+69.9% | $6,752-95.0% | $170+98.9% |